Kelly Eppard Email & Phone Number
Supervisory Branch Operations Manager @ D.A. Davidson Companies
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Kelly Eppard Location
- United States
Kelly Eppard Work
- Supervisory Branch Operations Manager @ (May 2024 - Present)
- Financial Consultant @ First Interstate Investment Services (January 2023 - April 2024)
- Financial Consultant @ (January 2023 - April 2024)
- Financial Representative @ (June 2019 - July 2021)
Kelly Eppard Education
- University of Montana
B.S. Business Marketing & B.A. Communication Studies (Marketing and Communication Studies)
2013-2016 - Westminster University
General Studies
2012-2013
Kelly Eppard Skills
- Budgeting
- Cooking
- Customer Relationship Management (CRM)
- Disability Insurance
- Equities
- Event Planning
- Financial Planning
- Inventory Management
- Investments
- Leadership
- Life Insurance
- Management
- Marketing
- Marketing Strategy
- Millennials
- Mutual Funds
- Office Administration
- People Management
- Personal Finance
- Public Relations
- Retirement Planning
- Sales
- Savings
- Small Business Owners
- Whole Life Insurance
Kelly Eppard Summary
- Kelly Eppard, based in United States, is currently a Supervisory Branch Operations Manager at D.A. Davidson Companies. Kelly Eppard brings experience from previous roles at First Interstate Investment Services, LPL Financial and WestPac Wealth Partners. Kelly Eppard holds a 2013 - 2016 B.S. Business Marketing & B.A. Communication Studies in Marketing and Communication Studies @ University of Montana. With a robust skill set that includes Budgeting, Cooking, Customer Relationship Management (CRM), Disability Insurance, Equities and more. Kelly Eppard has 2 emails and 1 mobile phone numbers on RocketReach.
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